Filed June 6, 2003
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON5 years Service code 10 · EIN 13-5160382 | Accounting | $569,412 |
Filed as: GMO Service code 28 53 STATE STREET, 33RD FLOOR · BOSTON, MA 02109 | Investment Management | $561,199 |
Service code 49 · EIN 48-0973452 | Other Services | $478,317 |
WILLIS TOWERS WATSON US LLC5 years Service code 10 · EIN 53-0181291 | Accounting | $462,220 |
ANGELES INVESTMENT ADVISORS, LLC9+ years Service code 27 · EIN 95-4839031 | Advisory (Plan) | $311,826 |
Filed as: DC CONSTRUCTION LLC Service code 49 14 LIGHTHOUSE HILL ROAD · WINDSOR, CT 06095 | Other Services | $194,247 |
GOLDERSUN LLC1 year Service code 15 · EIN 86-1625157 | Recordkeeping | $175,584 |
GOLDMAN SACHS5 years Filed as: GS VINTAGE VII MANAGER LP Service code 28 · EIN 98-1309170 | Investment Management | $140,429 |
GOLDMAN SACHS1 year Filed as: GS VINTAGE VIII OFFSHORE SCSP Service code 28 · EIN 98-1471108 | Investment Management | $110,463 |
PROFESSIONAL CONTRACTING SERVICES1 year Service code 49 3068 COTTONWOOD DR · WAUKEE, IA 50263 | Other Services | $67,267 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $398,892-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 54.1%-54.1pp | 2.2%-2.2pp |
| Annual return | 7.07% | 9.11%-2.0pp | 8.55%-1.5pp | 9.11%-2.0pp |
| Employer contribution / active EE | $0 | $12,231-100.0% | $37,109-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $18-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $77,551-100.0% | $125-100.0% |